We want to be able to sort our vendors by payment type. We pay by ck, ACH or credit card. Where can we enter payment method and be able to add as a field in reports?

The report needs detail to include the vendor invoice numbers and amount paid with each payment.  Some vendors pay 10 plus invoices with one payment. 


Hello, sharon.bekielews,

Customizing the column in the report will let you sort your vendors by payment method. Let me tell you how.

The available columns and filters differ for each report/group of reports. Each draws information from the company file differently and knowing your target is important.

The Display tab determines the information that will be displayed on the report. There are several elements that you can change, which vary depending on the report you run.

Here's how:

  1. Go to Reports, choose Vendors & Payables, then for now you can select Transaction list by Vendor.
  2. On the Report window, select Customize Report.
  3. On the Display tab, search for the available column name like Pay Meth, Num, and Amount.
  4. You can also Sort By Pay Meth after customizing the columns.
  5. Once done, click OK.

I've attached screenshots for your reference.

You can refer to this article for further information: Customize reports in QuickBooks Desktop.

If you have other concerns about customizing reports in QuickBooks, please don't hesitate to leave a comment below. I'll be around to help.

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